Hmm. Do you count Fi, Flights, and Hardware in that category? (Particularly Nest, Home and Pixel).
One could argue that some longer term plan for Home is ads/cross-sell, but let's just focus on whatever the hardware sales turns out to be. I don't think those need to be on the scale of Apple's or Samsung's revenue to be considered as not "doing badly".
Similarly, I assume (but have no knowledge!) that Flights is mostly a referral business. That's not "ads" to me in the same classic sense. That is I've never heard anyone refer to Kayak as "ad-supported".
Hmm. Do you count Fi, Flights, and Hardware in that category? (Particularly Nest, Home and Pixel).
One could argue that some longer term plan for Home is ads/cross-sell, but let's just focus on whatever the hardware sales turns out to be. I don't think those need to be on the scale of Apple's or Samsung's revenue to be considered as not "doing badly".
Similarly, I assume (but have no knowledge!) that Flights is mostly a referral business. That's not "ads" to me in the same classic sense. That is I've never heard anyone refer to Kayak as "ad-supported".